Last week, Dean Barber and Bud Kasper, CFP®, AIF® took some time to review five important estate planning documents that everyone should have for National Estate Planning Awareness Week. Well, National Estate Planning Awareness Week is actually a part of National Financial Planning Month.
While we aim to educate people about financial planning year-round, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are celebrating National Financial Planning Month by sharing seven financial planning opportunities you don’t want to miss. Let’s run through that list of financial planning opportunities you don’t want to miss before going in depth on each one.
---- Investment advisory services are offered through Modern Wealth Management, LLC, a Registered Investment Adviser. The views expressed by the individual may not be representative of any other person's experience with the firm. Investing involves risk, including the potential loss of principal. You should carefully consider your risk tolerance, time horizon, and financial objectives before making investment decisions. Past performance is no guarantee of future results.
---
00:00 – Introduction 01:41 – 1) Bracket Management 05:04 – 2) Roth Conversions 08:41 – 3) QCDs 11:47 – 4) Leave Your Legacy the Right Way After SECURE and SECURE 2.0 14:58 – 5) Properly Structuring Your Estate Documents 17:56 – 6) Medicare, Healthcare, and Property & Casualty Insurance 19:54 – 7) Adjusting Your Investment Strategy to Support Your Goals 21:19 – What We Learned Today
